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ZIP Code Database - Facts & Stats

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ZIP Code 28277 Income Tax Stats

IRS Tax Statistics by ZIP Code -- Statistics of Income: 2013

ZIP Code 28277 Data

Zip Code:28277
City:Charlotte
State:NC [North Carolina]
Counties: MECKLENBURG, NC
City Alias(es):Charlotte
Area Code:704
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]




28277 Income Tax Overview

Total Number of Tax Returns for ZIP Code 28277 [1] 29,870
Total Number of Single Tax Returns for ZIP Code 28277 11,210
Total Number of Joint Tax Returns for ZIP Code 28277 14,520
Total Number of Dependents for ZIP Code 28277 21,930
Total Adjusted Gross Income for ZIP Code 28277 $3,342,968,000
Average Income per Person for ZIP Code 28277 $56,030
Average Income per Household for ZIP Code 28277 $111,917

The following tables break down the Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: $10,000 under $25,000

Number of returns [1] 7,210
Number of single returns 5,700
Number of joint returns 760
Number of head of household returns 630
Number of returns with paid preparer's signature 3,360
Number of exemptions 7,230
Number of dependents 1,720
Adjust gross income (AGI) [2] $76,801,000
Number of returns with total income 7,210
Salaries and wages amount $79,508,000
Number of returns with salaries and wages 5,420
Salaries and wages amount $57,206
Number of returns with taxable interest 1,350
Taxable interest amount $1,144
Number of returns with ordinary dividends 1,370
Ordinary dividends amount $2,531,000
Number of returns with qualified dividends 1,270
Qualified dividends amount [3] $1,555
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $183
Number of returns with business or professional net income (less loss) 1,160
Business or professional net income (less loss) amount $7,275,000
Number of returns with net capital gain (less loss) 1,250
Net capital gain (less loss) amount $902,000
Number of returns with taxable individual retirement arrangements distributions 510
Taxable individual retirement arrangements distributions amount $3,326,000
Number of returns with taxable pensions and annuities 830
Taxable pensions and annuities amount $6,420,000
Number of farm returns 0
Number of returns with unemployment compensation 300
Unemployment compensation amount [4] $1,745,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $647,000
Number of returns with partnership/S-corp net income (less loss) 270
Partnership/S-corp net income (less loss) amount ($113,000)
Number of returns with total statutory adjustments 1,500
Total statutory adjustments amount $2,708,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $725,000
Number of returns with IRA payments 60
IRA payments amount $191,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $331,000
Number of returns with tuition and fees deduction 110
Tuition and fees deduction amount $297,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 960
Total itemized deductions amount $15,503,000
Amount of AGI for itemized returns $13,748,000
Number of returns with State and local income taxes 430
State and local income taxes amount $623,000
Number of returns with State and local general sales tax 410
State and local general sales tax amount $233,000
Number of returns with real estate taxes 710
Real estate taxes amount $2,325,000
Number of returns with taxes paid 940
Taxes paid amount $3,377,000
Number of returns with mortgage interest paid 600
Mortgage interest paid amount $4,154,000
Number of returns with contributions 700
Contributions amount $1,182,000
Number of returns with taxable income 3,090
Taxable income amount $18,128,000
Number of returns with income tax before credits 2,900
Income tax before credits amount $1,917,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 830
Total tax credits amount $289,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $11,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $192,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $38,000
Number of returns with child tax credit 110
Child tax credit amount $36,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 970
Self-employment tax amount $1,341,000
Number of returns with total tax payments 6,050
Total tax payments amount $9,797,000
Number of returns with earned income credit 1,520
Earned income credit amount [5] $3,251,000
Number of returns with excess earned income credit 1,260
Excess earned income credit (refundable) amount [6] $2,613,000
Number of returns with additional child tax credit 740
Additional child tax credit amount $910,000
Number of returns with refundable education credit 490
Refundable education credit amount $406,000
Number of returns with income tax 2,500
Income tax amount [7] $1,628,000
Number of returns with tax liability 3,330
Total tax liability amount [8] $3,044,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 940
Tax due at time of filing amount [9] $754,000
Number of returns with overpayments refunded 5,440
Overpayments refunded amount [10] $7,389,000

Adjusted Gross Income: $25,000 under $50,000

Number of returns [1] 4,930
Number of single returns 2,900
Number of joint returns 1,110
Number of head of household returns 720
Number of returns with paid preparer's signature 2,370
Number of exemptions 8,300
Number of dependents 2,310
Adjust gross income (AGI) [2] $183,903,000
Number of returns with total income 4,930
Salaries and wages amount $187,709,000
Number of returns with salaries and wages 4,200
Salaries and wages amount $146,085
Number of returns with taxable interest 1,220
Taxable interest amount $985
Number of returns with ordinary dividends 920
Ordinary dividends amount $2,751,000
Number of returns with qualified dividends 860
Qualified dividends amount [3] $1,747
Number of returns with state and local income tax refunds 950
State and local income tax refunds amount $701
Number of returns with business or professional net income (less loss) 820
Business or professional net income (less loss) amount $7,729,000
Number of returns with net capital gain (less loss) 860
Net capital gain (less loss) amount $1,278,000
Number of returns with taxable individual retirement arrangements distributions 510
Taxable individual retirement arrangements distributions amount $5,752,000
Number of returns with taxable pensions and annuities 810
Taxable pensions and annuities amount $11,352,000
Number of farm returns 0
Number of returns with unemployment compensation 300
Unemployment compensation amount [4] $2,125,000
Number of returns with taxable Social Security benefits 720
Taxable Social Security benefits amount $5,382,000
Number of returns with partnership/S-corp net income (less loss) 320
Partnership/S-corp net income (less loss) amount $2,699,000
Number of returns with total statutory adjustments 1,620
Total statutory adjustments amount $3,806,000
Number of returns with educator expenses 240
Educator expenses amount $56,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $781,000
Number of returns with IRA payments 120
IRA payments amount $494,000
Number of returns with student loan interest deduction 720
Student loan interest deduction amount $804,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $98,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,760
Total itemized deductions amount $27,891,000
Amount of AGI for itemized returns $68,326,000
Number of returns with State and local income taxes 1,390
State and local income taxes amount $2,936,000
Number of returns with State and local general sales tax 310
State and local general sales tax amount $275,000
Number of returns with real estate taxes 1,400
Real estate taxes amount $4,017,000
Number of returns with taxes paid 1,760
Taxes paid amount $7,684,000
Number of returns with mortgage interest paid 1,250
Mortgage interest paid amount $8,347,000
Number of returns with contributions 1,460
Contributions amount $3,337,000
Number of returns with taxable income 4,730
Taxable income amount $100,478,000
Number of returns with income tax before credits 4,680
Income tax before credits amount $12,534,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,740
Total tax credits amount $1,510,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $25,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $126,000
Number of returns with nonrefundable education credit 440
Nonrefundable education credit amount $435,000
Number of returns with retirement savings contribution credit 480
Retirement savings contribution credit amount $95,000
Number of returns with child tax credit 840
Child tax credit amount $805,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $14,000
Number of returns with self-employment tax 580
Self-employment tax amount $1,464,000
Number of returns with total tax payments 4,710
Total tax payments amount $19,262,000
Number of returns with earned income credit 750
Earned income credit amount [5] $1,346,000
Number of returns with excess earned income credit 590
Excess earned income credit (refundable) amount [6] $1,021,000
Number of returns with additional child tax credit 610
Additional child tax credit amount $774,000
Number of returns with refundable education credit 310
Refundable education credit amount $267,000
Number of returns with income tax 4,060
Income tax amount [7] $11,024,000
Number of returns with tax liability 4,320
Total tax liability amount [8] $12,684,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 990
Tax due at time of filing amount [9] $1,799,000
Number of returns with overpayments refunded 3,820
Overpayments refunded amount [10] $8,264,000

Adjusted Gross Income: $50,000 under $75,000

Number of returns [1] 3,900
Number of single returns 1,770
Number of joint returns 1,500
Number of head of household returns 520
Number of returns with paid preparer's signature 1,950
Number of exemptions 7,730
Number of dependents 2,340
Adjust gross income (AGI) [2] $240,744,000
Number of returns with total income 3,900
Salaries and wages amount $244,752,000
Number of returns with salaries and wages 3,410
Salaries and wages amount $189,155
Number of returns with taxable interest 1,400
Taxable interest amount $1,136
Number of returns with ordinary dividends 1,050
Ordinary dividends amount $3,585,000
Number of returns with qualified dividends 970
Qualified dividends amount [3] $2,166
Number of returns with state and local income tax refunds 1,520
State and local income tax refunds amount $1,361
Number of returns with business or professional net income (less loss) 670
Business or professional net income (less loss) amount $7,023,000
Number of returns with net capital gain (less loss) 890
Net capital gain (less loss) amount $2,322,000
Number of returns with taxable individual retirement arrangements distributions 480
Taxable individual retirement arrangements distributions amount $7,294,000
Number of returns with taxable pensions and annuities 830
Taxable pensions and annuities amount $16,571,000
Number of farm returns 0
Number of returns with unemployment compensation 200
Unemployment compensation amount [4] $1,423,000
Number of returns with taxable Social Security benefits 660
Taxable Social Security benefits amount $10,371,000
Number of returns with partnership/S-corp net income (less loss) 340
Partnership/S-corp net income (less loss) amount $5,422,000
Number of returns with total statutory adjustments 1,360
Total statutory adjustments amount $4,008,000
Number of returns with educator expenses 150
Educator expenses amount $38,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $425,000
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $964,000
Number of returns with IRA payments 140
IRA payments amount $614,000
Number of returns with student loan interest deduction 550
Student loan interest deduction amount $511,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $173,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,290
Total itemized deductions amount $41,470,000
Amount of AGI for itemized returns $142,696,000
Number of returns with State and local income taxes 2,030
State and local income taxes amount $7,061,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $204,000
Number of returns with real estate taxes 1,930
Real estate taxes amount $5,968,000
Number of returns with taxes paid 2,280
Taxes paid amount $13,914,000
Number of returns with mortgage interest paid 1,790
Mortgage interest paid amount $13,083,000
Number of returns with contributions 1,970
Contributions amount $5,031,000
Number of returns with taxable income 3,870
Taxable income amount $154,971,000
Number of returns with income tax before credits 3,840
Income tax before credits amount $22,223,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,550
Total tax credits amount $2,152,000
Number of returns with foreign tax credit 270
Foreign tax credit amount $36,000
Number of returns with child and dependent care credit 240
Child and dependent care credit amount $121,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $407,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 1,020
Child tax credit amount $1,470,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $27,000
Number of returns with self-employment tax 440
Self-employment tax amount $1,371,000
Number of returns with total tax payments 3,800
Total tax payments amount $26,984,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 140
Additional child tax credit amount $175,000
Number of returns with refundable education credit 240
Refundable education credit amount $232,000
Number of returns with income tax 3,690
Income tax amount [7] $20,071,000
Number of returns with tax liability 3,740
Total tax liability amount [8] $21,674,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,040
Tax due at time of filing amount [9] $2,498,000
Number of returns with overpayments refunded 2,760
Overpayments refunded amount [10] $7,599,000

Adjusted Gross Income: $75,000 under $100,000

Number of returns [1] 3,140
Number of single returns 840
Number of joint returns 1,980
Number of head of household returns 250
Number of returns with paid preparer's signature 1,630
Number of exemptions 7,670
Number of dependents 2,550
Adjust gross income (AGI) [2] $273,960,000
Number of returns with total income 3,140
Salaries and wages amount $277,752,000
Number of returns with salaries and wages 2,830
Salaries and wages amount $220,926
Number of returns with taxable interest 1,360
Taxable interest amount $1,171
Number of returns with ordinary dividends 1,050
Ordinary dividends amount $3,594,000
Number of returns with qualified dividends 990
Qualified dividends amount [3] $2,309
Number of returns with state and local income tax refunds 1,650
State and local income tax refunds amount $1,847
Number of returns with business or professional net income (less loss) 550
Business or professional net income (less loss) amount $6,791,000
Number of returns with net capital gain (less loss) 960
Net capital gain (less loss) amount $2,406,000
Number of returns with taxable individual retirement arrangements distributions 440
Taxable individual retirement arrangements distributions amount $8,970,000
Number of returns with taxable pensions and annuities 650
Taxable pensions and annuities amount $15,811,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [4] $1,072,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $10,690,000
Number of returns with partnership/S-corp net income (less loss) 290
Partnership/S-corp net income (less loss) amount $4,904,000
Number of returns with total statutory adjustments 990
Total statutory adjustments amount $3,791,000
Number of returns with educator expenses 130
Educator expenses amount $34,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $855,000
Number of returns with IRA payments 140
IRA payments amount $714,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $378,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $65,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,360
Total itemized deductions amount $48,742,000
Amount of AGI for itemized returns $206,871,000
Number of returns with State and local income taxes 2,210
State and local income taxes amount $11,186,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $150,000
Number of returns with real estate taxes 2,080
Real estate taxes amount $7,013,000
Number of returns with taxes paid 2,360
Taxes paid amount $19,247,000
Number of returns with mortgage interest paid 1,940
Mortgage interest paid amount $15,281,000
Number of returns with contributions 2,030
Contributions amount $5,794,000
Number of returns with taxable income 3,120
Taxable income amount $187,221,000
Number of returns with income tax before credits 3,110
Income tax before credits amount $28,291,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $19,000
Number of returns with total tax credits 1,640
Total tax credits amount $2,521,000
Number of returns with foreign tax credit 340
Foreign tax credit amount $58,000
Number of returns with child and dependent care credit 290
Child and dependent care credit amount $150,000
Number of returns with nonrefundable education credit 340
Nonrefundable education credit amount $448,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,110
Child tax credit amount $1,787,000
Number of returns with residential energy tax credit 130
Residential energy tax credit amount $40,000
Number of returns with self-employment tax 380
Self-employment tax amount $1,265,000
Number of returns with total tax payments 3,080
Total tax payments amount $32,757,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $40,000
Number of returns with refundable education credit 230
Refundable education credit amount $215,000
Number of returns with income tax 3,090
Income tax amount [7] $25,770,000
Number of returns with tax liability 3,100
Total tax liability amount [8] $27,426,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 830
Tax due at time of filing amount [9] $2,563,000
Number of returns with overpayments refunded 2,240
Overpayments refunded amount [10] $7,499,000

Adjusted Gross Income: $100,000 under $200,000

Number of returns [1] 6,830
Number of single returns 840
Number of joint returns 5,640
Number of head of household returns 280
Number of returns with paid preparer's signature 3,610
Number of exemptions 20,040
Number of dependents 7,570
Adjust gross income (AGI) [2] $951,196,000
Number of returns with total income 6,830
Salaries and wages amount $964,296,000
Number of returns with salaries and wages 6,410
Salaries and wages amount $794,185
Number of returns with taxable interest 3,760
Taxable interest amount $3,640
Number of returns with ordinary dividends 3,180
Ordinary dividends amount $12,882,000
Number of returns with qualified dividends 2,990
Qualified dividends amount [3] $9,215
Number of returns with state and local income tax refunds 4,420
State and local income tax refunds amount $7,043
Number of returns with business or professional net income (less loss) 1,300
Business or professional net income (less loss) amount $22,833,000
Number of returns with net capital gain (less loss) 2,840
Net capital gain (less loss) amount $15,307,000
Number of returns with taxable individual retirement arrangements distributions 890
Taxable individual retirement arrangements distributions amount $24,475,000
Number of returns with taxable pensions and annuities 1,340
Taxable pensions and annuities amount $39,365,000
Number of farm returns 30
Number of returns with unemployment compensation 300
Unemployment compensation amount [4] $2,049,000
Number of returns with taxable Social Security benefits 830
Taxable Social Security benefits amount $19,669,000
Number of returns with partnership/S-corp net income (less loss) 940
Partnership/S-corp net income (less loss) amount $25,448,000
Number of returns with total statutory adjustments 2,580
Total statutory adjustments amount $13,100,000
Number of returns with educator expenses 290
Educator expenses amount $74,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $1,408,000
Number of returns with self-employment health insurance deduction 350
Self-employment health insurance deduction amount $2,786,000
Number of returns with IRA payments 410
IRA payments amount $2,251,000
Number of returns with student loan interest deduction 690
Student loan interest deduction amount $643,000
Number of returns with tuition and fees deduction 180
Tuition and fees deduction amount $357,000
Returns with domestic production activities deduction 50
Domestic production activities deduction amount $166,000
Number of returns with itemized deductions 6,110
Total itemized deductions amount $162,705,000
Amount of AGI for itemized returns $861,989,000
Number of returns with State and local income taxes 5,930
State and local income taxes amount $51,371,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $223,000
Number of returns with real estate taxes 5,630
Real estate taxes amount $23,659,000
Number of returns with taxes paid 6,110
Taxes paid amount $78,059,000
Number of returns with mortgage interest paid 5,310
Mortgage interest paid amount $49,903,000
Number of returns with contributions 5,530
Contributions amount $20,393,000
Number of returns with taxable income 6,820
Taxable income amount $702,520,000
Number of returns with income tax before credits 6,810
Income tax before credits amount $124,034,000
Number of returns with alternative minimum tax 290
Alternative minimum tax amount $608,000
Number of returns with total tax credits 3,630
Total tax credits amount $4,301,000
Number of returns with foreign tax credit 1,040
Foreign tax credit amount $376,000
Number of returns with child and dependent care credit 940
Child and dependent care credit amount $482,000
Number of returns with nonrefundable education credit 600
Nonrefundable education credit amount $876,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,770
Child tax credit amount $2,219,000
Number of returns with residential energy tax credit 320
Residential energy tax credit amount $85,000
Number of returns with self-employment tax 940
Self-employment tax amount $3,754,000
Number of returns with total tax payments 6,790
Total tax payments amount $134,863,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 560
Refundable education credit amount $547,000
Number of returns with income tax 6,800
Income tax amount [7] $119,733,000
Number of returns with tax liability 6,810
Total tax liability amount [8] $124,492,000
Number of returns with Additional Medicare tax 80
Additional Medicare tax $40,000
Number of returns with net investment income tax 0
Net investment income tax $40,000
Number of returns with tax due at time of filing 2,340
Tax due at time of filing amount [9] $10,485,000
Number of returns with overpayments refunded 4,280
Overpayments refunded amount [10] $19,627,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 3,860
Number of single returns 220
Number of joint returns 3,530
Number of head of household returns 90
Number of returns with paid preparer's signature 2,610
Number of exemptions 12,830
Number of dependents 5,440
Adjust gross income (AGI) [2] $1,616,364,000
Number of returns with total income 3,860
Salaries and wages amount $1,640,417,000
Number of returns with salaries and wages 3,680
Salaries and wages amount $1,199,369
Number of returns with taxable interest 2,950
Taxable interest amount $10,237
Number of returns with ordinary dividends 2,730
Ordinary dividends amount $34,359,000
Number of returns with qualified dividends 2,620
Qualified dividends amount [3] $25,209
Number of returns with state and local income tax refunds 1,800
State and local income tax refunds amount $6,106
Number of returns with business or professional net income (less loss) 790
Business or professional net income (less loss) amount $39,159,000
Number of returns with net capital gain (less loss) 2,630
Net capital gain (less loss) amount $116,260,000
Number of returns with taxable individual retirement arrangements distributions 410
Taxable individual retirement arrangements distributions amount $17,647,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $23,089,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [4] $438,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $5,982,000
Number of returns with partnership/S-corp net income (less loss) 1,200
Partnership/S-corp net income (less loss) amount $180,469,000
Number of returns with total statutory adjustments 1,310
Total statutory adjustments amount $24,052,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 240
Self-employment retirement plans amount $8,959,000
Number of returns with self-employment health insurance deduction 420
Self-employment health insurance deduction amount $5,007,000
Number of returns with IRA payments 60
IRA payments amount $608,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 90
Domestic production activities deduction amount $2,080,000
Number of returns with itemized deductions 3,810
Total itemized deductions amount $221,611,000
Amount of AGI for itemized returns $1,596,503,000
Number of returns with State and local income taxes 3,760
State and local income taxes amount $112,471,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $117,000
Number of returns with real estate taxes 3,600
Real estate taxes amount $26,926,000
Number of returns with taxes paid 3,810
Taxes paid amount $142,184,000
Number of returns with mortgage interest paid 3,300
Mortgage interest paid amount $45,314,000
Number of returns with contributions 3,590
Contributions amount $37,786,000
Number of returns with taxable income 3,860
Taxable income amount $1,361,877,000
Number of returns with income tax before credits 3,860
Income tax before credits amount $378,615,000
Number of returns with alternative minimum tax 2,670
Alternative minimum tax amount $15,418,000
Number of returns with total tax credits 1,880
Total tax credits amount $6,976,000
Number of returns with foreign tax credit 1,340
Foreign tax credit amount $5,529,000
Number of returns with child and dependent care credit 490
Child and dependent care credit amount $249,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 180
Residential energy tax credit amount $93,000
Number of returns with self-employment tax 760
Self-employment tax amount $6,323,000
Number of returns with total tax payments 3,840
Total tax payments amount $372,559,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 3,860
Income tax amount [7] $371,674,000
Number of returns with tax liability 3,860
Total tax liability amount [8] $387,067,000
Number of returns with Additional Medicare tax 2,270
Additional Medicare tax $4,650,000
Number of returns with net investment income tax 2,000
Net investment income tax $4,650,000
Number of returns with tax due at time of filing 2,090
Tax due at time of filing amount [9] $39,043,000
Number of returns with overpayments refunded 1,440
Overpayments refunded amount [10] $15,687,000

[1] For complete individual income tax tabulations at the State level, see the historic table posted to Tax Stats at http://www.irs.gov/uac/SOI-Tax-Stats---Historic-Table-

[2] Does not include returns with adjusted gross deficit.

[3] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates. The maximum qualified dividends tax rate is 15%.

[4] Includes the Alaskan permanent fund, reported by residents of Alaska on Forms 1040A and 1040EZ's.
This fund only applies to statistics in the totals, and the state of Alaska.

[5] Earned income credit includes both the refundable and non-refundable portions. The non-refundable portion could reduce income tax and certain related taxes to zero. The earned income credit amounts in excess of total tax liability, or amounts when there was no tax liability at all, were refundable. See footnote 6 below for explanation of the refundable portion of the earned income credit.

[6] The refundable portion of the earned income credit equals total income tax minus the earned income credit. If the result is negative, this amount is considered the refundable portion. No other refundable credits were taken into account for this calculation.

[7] Income tax reflects the amount reported on Form 1040 line 55. It also includes data from Form 1040A and 1040EZ filers.

[8] “Total tax liability” differs from “Income tax”, in that “Total tax liability” includes the taxes from recapture of certain prior-year credits, tax applicable to individual retirement arrangements (IRA's), social security taxes on self-employment income and on certain tip income, advanced earned income payments, household employment taxes, and certain other taxes listed in the Form 1040 instructions.

[9] Reflects payments to or withholdings made to "Total tax liability". This is the amount the tax filer owes when the income tax return is filed.

[10] The amount of overpayments the tax filer requested to have refunded.